Brief archive
July 2026
- July 28, 2026Daily
Oil’s sharp reversal eased immediate inflation pressure as US-Iran hostilities paused, but shipping and refined-fuel evidence has not confirmed normalization.
- July 27, 2026Daily
Brent fell below $90 as US-Iran strikes paused for a second night; Wednesday’s FOMC decision is the next dated test.
- July 24, 2026Daily
Oil’s route risk intensified without confirming uniform scarcity, AI’s demand-versus-returns split widened, and nuclear fuel gained stronger supply evidence.
- July 23, 2026Daily
Physical energy risk rose, AI economics stayed mixed after Alphabet, and long-term funding pressure gained a more specific supply explanation.
- July 22, 2026Daily
Physical energy disruption worsened enough to raise pressure on oil-importing economies, but uneven crude participation and calm public credit still argue against calling it a…
- July 21, 2026Daily
Trade implementation risk rose, Gulf oil confirmation remained incomplete, and housing earned a new theme-candidate slot.
- July 20, 2026Daily
Oil’s weekend escalation failed to hold above $90, AI pressure widened from chip crowding to model economics, and nuclear fuel emerged as a new supply candidate.
- July 17, 2026Daily
AI crowding broke further, the broad Treasury-stress thesis weakened, and the oil disruption trigger remains only partly confirmed.
- July 16, 2026Daily
Hormuz disruption gained enough operating evidence to raise the energy-risk watch, while bank results preserved rather than cleared the credit question and grid hardware emerged…
- July 15, 2026Daily
Monthly producer prices strengthened the cooling case, while oil and credit remain unresolved rather than improved.
- July 14, 2026Daily
No material regime change today.
- July 13, 2026Daily
No material regime change today.